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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Hutto is a financial advisor with over 20 years of experience in the financial services industry. Gregory is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst. Gregory is a Registered Investment Advisor representative of Heritage Retirement Advisors, LLC. He has previously worked at several other firms, including BFT Financial Group, LLC, Silver Oak Securities, Incorporated, Raymond James & Associates, Inc., UBS Financial Services Inc., The (Wilson) Williams Financial Group, Linsco/Private Ledger Corp., and National Securities Corporation. Gregory specializes in providing financial planning services to individuals and families. He is committed to helping his clients achieve their financial goals through a personalized approach. Gregory is also the owner of Heritage Tax Advisors LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
10/04/2012 - Present
Heritage Retirement Advisors, LLC (COLLEYVILLE TX)
TX
01/20/2010 - 10/12/2012
BFT FINANCIAL GROUP, LLC (COLLEYVILLE TX)
TX
01/18/2008 - 01/19/2010
SILVER OAK SECURITIES, INCORPORATED (FORT WORTH TX)
TX
09/03/2004 - 01/18/2008
RAYMOND JAMES & ASSOCIATES, INC. (FORT WORTH TX)
NJ
05/04/2001 - 09/30/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
TX
10/26/1999 - 05/07/2001
THE (WILSON) WILLIAMS FINANCIAL GROUP (DALLAS TX)
SC
10/12/1999 - 10/15/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
FL
06/11/1996 - 10/12/1999
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
IA
Issued 02/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/21/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/03/2021
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 06/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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